DHS 85.14 HistoryHistory: CR 09-061: cr. Register May 2010 No. 653, eff. 6-1-10; correction in (1) (c) made under s. 13.92 (4) (b) 7., Stats., Register July 2015 No. 715. DHS 85.15(1)(1) The corporate guardian shall maintain a separate file for each ward including all of the following information and documents as applicable: DHS 85.15(1)(a)(a) Name, date of birth, address, telephone number, and social security number. Guardians of person shall also maintain information regarding the ward’s medical coverage, physician, diagnoses, medications, and allergies to medications. DHS 85.15(1)(f)(f) A list of service providers, contact information, a description of services provided to the ward and progress reports as applicable. DHS 85.15(1)(g)(g) Documentation of all ward and collateral contacts, including the date, time, and activity. DHS 85.15(1)(h)(h) Progress notes that are as detailed as necessary to reflect contacts made and work done regarding the ward. DHS 85.15(1)(i)(i) A guardianship inventory, accounts and annual reports as required by statute, including all supporting financial statements, records and financial reports. DHS 85.15(1)(j)(j) Assessments regarding the ward’s past and present medical, psychological, and social functioning, including relevant family medical information. DHS 85.15(1)(k)(k) Documentation of the ward’s known values, preferences, and wishes regarding medical and other care and services including all advanced directives made prior to guardianship, and financial matters and other services. DHS 85.15(1)(L)(L) A personal and social history of the ward including a family history. DHS 85.15(2)(2) If guardianship is transferred, the corporate guardian shall transfer the original record required in this section to the successor guardian. DHS 85.15 HistoryHistory: CR 09-061: cr. Register May 2010 No. 653, eff. 6-1-10. DHS 85.16DHS 85.16 Actions affecting approval. DHS 85.16(1)(1) If at any time the department determines that a corporate guardian no longer meets the criteria under this chapter, the department may withdraw its approval upon 30 day written notice to all of the following: DHS 85.16(1)(b)(b) All courts that assigned the corporate guardian’s guardianships. DHS 85.16(2)(2) The corporate guardian shall comply with the provisions in s. DHS 85.08 (2) regarding a corporate guardian closing. DHS 85.16 HistoryHistory: CR 09-061: cr. Register May 2010 No. 653, eff. 6-1-10. DHS 85.17DHS 85.17 Appeal of decisions. Any party adversely affected by a decision of the department about the suitability of a private non-profit corporation or an unincorporated association for corporate guardianship may appeal that decision to the department of administration’s division of hearings and appeals under ss. 227.42 and 227.44 to 227.50, Stats. The request for a hearing shall be filed with the department of administration’s division of hearings and appeals within 10 working days after receipt of the notice of denial. The request for hearing is considered filed when the request is received by that division. DHS 85.17 NoteNote: To appeal a decision by the department, send a request for a hearing to Division of Hearings and Appeals, P. O. Box 7875, Madison, WI 53707.
DHS 85.17 HistoryHistory: CR 09-061: cr. Register May 2010 No. 653, eff. 6-1-10.
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